Steven R. Bell, CFP®

Welcome to my website where you will find a wealth of useful information in the form of financial-related articles, videos, calculators and research reports.

Whether you are a young professional planning for the future; a small business owner who would like to bring all of the pieces of both your personal and business financial lives together or a "Baby-Boomer" who is preparing to transition into a presumably 20+ year retirement, I am here to assist. Furthermore, have you ever wondered if your current financial advisor is going to retire before you do and then you may be passed down to his/her trainee? Since the average advisor/planner is approximately 60 years of age and preparing for his/her ownsoon-to-be retirement, I will be here as a familiar voice assisting my clients for several more decades to come.

In this new fast-paced, uber-digital and highly unpredictable world which is highlighted by disappearing pensions, low bond/interest rates, volatile stock markets, soaring health care and education costs and an all-time high in life expectancy, there is little wonder why so many people feel overwhelmed and confused when it comes to making financial decisions. My primary responsibility includes bringing simplicity to the complexity. I earn my clients' continuous business by helping them achieve their specific and lofty, but reasonable financial goals and ensuring that discipline overcomes emotion when those unexpected life events and market dips inevitably occur again.

I hope that your visit will help you understand the many opportunities and rewards that are available to you when you take a proactive approach to your financial situation. I have created this website in order to help you gain an introductory understanding behind the major financial planning concepts of: Investing; Budgeting; Taxes; Life and Long-Term Care Insurance; Retirement and Estate Planning and how they all interconnect and affect one another. Moreover, I am confident that you will see the value of working with a skilled CERTIFIED FINANCIAL PLANNER™ professional to help you bring all of these pieces together and thus achieve your financial comfort.

If you are an investor or currently thinking of becoming one and have at least $200,000.00 of investments/cash (*or are 45 years of age or younger with a smaller amount) that you would like to see grow and/or generate income, please feel free to contact me for a FREE consultation and/or portfolio review by clicking the blue box above or call me directly at (561) 227-9155.

Additionally, all client funds and investments are held by Charles Schwab and Co., Inc.